Financial Planning at Different Life Stages

Financial Planning is applicable at any stages in our life. What Life Stage are you in?

Garry De Castro on SURRENDERING YOUR VUL POLICIES? THINK AGAIN: “Hi Roxane, yes possible. Best to contact your Sun Life advisor so he/she can help you.”
Garry De Castro on SURRENDERING YOUR VUL POLICIES? THINK AGAIN: “Hi Hagler, right now possible to surrender a policy via Remote Servicing. Best to contact your Advisor on the details.…”
Garry De Castro on SURRENDERING YOUR VUL POLICIES? THINK AGAIN: “Hi John, usual scenario, ‘downgrading is impossible’ if your current plan is the minimum so there’s nothing to downgrade to.…”
Garry De Castro on SURRENDERING YOUR VUL POLICIES? THINK AGAIN: “Hi Archie, one thing is for sure – you won’t get the whole amount you deposited. Depending on the type…”
Garry De Castro on FREQUENTLY ASKED QUESTIONS ON INSURANCE PAYMENTS (VUL INSURANCE PLANS): “Hi Seph, with very limited info, I can’t make assumptions on the kind of policy you have and attached riders…”
John on SURRENDERING YOUR VUL POLICIES? THINK AGAIN: “Hi, I want to terminate my SUNLIFE MAXILINK PRIME or the very least, downgrade it to a cheaper policy or…”
Archie Luis Miclat on SURRENDERING YOUR VUL POLICIES? THINK AGAIN: “sir what if po isurreder ko yung policy ko, buo po ba sya makeclaim lahat ng nahulog ko since first…”